Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Federated Hermes U.S. SMID Fund · FHUMX, FHURX cheaper diff. adviser | 17% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 2 | Mairs & Power Growth Fund · MPGFX cheaper | 17% | 0.62% | Mairs & Power, Inc. |
| 3 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX cheaper diff. adviser | 13% | 0.82% | Nuveen Fund Advisors, LLC |
| 4 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 12% | 0.83% | — |
| 5 | WESTWOOD QUALITY SMIDCAP FUND · WWSMX, WHGMX cheaper diff. adviser | 12% | 0.68% | Westwood Management Corp. |
| 6 | Thrivent Small-Mid Cap Equity ETF · TSME cheaper diff. adviser | 11% | 0.65% | Thrivent Asset Management, LLC |
| 7 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 11% | 0.77% | RBC Global Asset Management (US) Inc. |
| 8 | Small-Company Stock Fund · HSCSX diff. adviser | 11% | 1.14% | Homestead Advisers Corp. |
| 9 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 11% | 0.55% | Tidal Investments LLC |
| 10 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 11% | 0.40% | PROSHARE ADVISORS LLC |
| 11 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX cheaper diff. adviser | 10% | 0.92% | Sterling Capital Management LLC |
| 12 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 10% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 13 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX diff. adviser | 10% | 0.98% | Janus Henderson Investors US LLC |
| 14 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 10% | 1.00% | Boston Trust Walden Inc. |
| 15 | Carillon Chartwell Small Cap Value Fund · CWSIX, CWSHX, CWSCX, CWSWX diff. adviser | 10% | 0.95% | Carillon Tower Advisers, Inc. |
| 16 | Kennedy Capital Small Cap Value Fund · KSVLX, KVALX cheaper diff. adviser | 10% | 0.89% | Kennedy Capital Management LLC |
| 17 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 10% | 0.82% | AMG Funds LLC |
| 18 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 10% | 1.12% | Royce Investment Partners |
| 19 | Brown Capital Management Small Company Fund · BCSIX, BCSSX diff. adviser | 10% | 1.12% | Brown Capital Management, LLC |
| 20 | The Disciplined Growth Investors Equity Fund | 9% | — | — |
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